Workbooks vs LeadMaster

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Our analysts compared Workbooks vs LeadMaster based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Workbooks Software Tool
LeadMaster Software Tool

Product Basics

Workbooks is a cloud-based solution that helps simplify organizational tasks. It provides end-to-end marketing, sales, order processing and customer support. Equipped with an NPS score, it helps companies identify loyal customers for optimum business growth. It also assists in understanding and catering to business metrics.

The product offers a wide range of benefits like improved revenue generation, enhanced customer experience, dynamic configuration and mobility. It also helps eliminate manual tasks and provides valuable insights so users can make informed decisions.

It’s suitable for small to medium-sized industries. Key capabilities include marketing, order processing, customer service, email and workflows, and social media management.

The overall sentiment about the product is positive. Users find it easy to use, but there’s a learning curve involved. They also speak highly of its customizability, support team and training. Some drawbacks include a clunky interface and limited scalability.

The product has three pricing editions. The cost ranges from $34 to $165 per user/month, with support included.

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LeadMaster is a cloud-based solution that enables organizations to manage their leads, customers and sales pipeline. Its capabilities include lead management, email marketing, web integration, analytics and a virtual call center. Businesses can track their leads and customers from beginning to end and identify the most effective marketing campaigns. Additionally, it helps automate sales processes and close more deals.
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$34/User, Monthly, Plus Implementation
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Tailored to your specific needs
$10 Monthly, Freemium
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Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Generate Revenue Effectively: Grow sales and marketing outcomes with the help of insights and add value to the business. Gain visibility and effective control to improve performance.
  • Improve Customer Experience: Integrated tools help manage the entire customer journey, assisting users with project delivery, order fulfillment and customer support to support a positive customer experience.
  • Enhance Revenue Insight: Understand what investments to make, which of those will give results, what deliveries will cost and which strategic approach is best. Engage in automated, simplified and streamlined business processes.
  • Take Calculated Decisions: Evaluate data across the business to understand and extract patterns and trends that identify issues. Gain insights to build and cater to opportunities.
  • Enjoy Configuration and Mobility: Highly customizable, the software handles all business processes. Product development and implementation enable businesses to build success.
  • Eliminate Manual Tasks: Remove manual handoffs, reduce data entry to eliminate duplicates and decrease lead report length. It also aids receipt generation in exchange for cash from customers.
  • Access an Intuitive Interface: Use an intuitive interface that enables quick and easy adoption for users. Migrate data, add users and customize settings easily.
  • Save Money: The company claims to be affordable and that its licenses and total cost of ownership are priced 50-70% less compared to alternatives like Salesforce and Microsoft Dynamics.
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  • Increased Customer Satisfaction: Customer service professionals can drive customer satisfaction with analytical reports that help them manage workflows, identify overdue cases, and track progress and performance metrics. The ability to spot cases that need attention enables users to act promptly. 
  • Enhanced Performance: Streamlining and automating manual tasks and measuring campaign outcomes improves performance. Process automation allows sales reps to manage sales funnels efficiently, focus on closing sales and acquire new leads. 
  • Sustained Customer Loyalty: Users can nurture leads and cultivate long-term prospects with personalized emails. They can decide the appropriate frequency, send mass emails, stay informed and manage targeted campaigns. The system supports receiving notifications or call backs for email opens. 
  • Smooth Pipeline Management: It’s possible to manage pipelines efficiently by leveraging analytical reports and dashboards. It only takes 10 minutes to set up the opportunity management feature. 
  • Free Trial: LeadMaster offers a 30-day free trial, ensuing complete use so users can test out the software before committing. Capabilities during the trial include integration with other applications, sales funnel and lead distribution, email marketing automation, lead nurturing scheduling and report generation. 
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  • Marketing: Access marketing tools such as lead generation, campaign management, data insights, segmentation and target accuracy. Get lead capturing, web analytics, lead management, lead scoring and supplier management capabilities.
  • ROI: Evaluate estimations to set budgets and forecast sales and marketing metrics.
  • Sales Performance: Identify opportunities, execute tasks, close more deals and grow revenue with real-time reporting, analytics and tracking. Automated workflows and pipeline visibility aid strategy. Access sales-specific features such as subscription and renewal monitoring, field representative mapping, and contact information enrichment.
  • Order Processing: Generate contacts and sales quotes, take orders, and integrate digital signatures for an easy buying experience. Sync information with ERP systems for maximum visibility and performance. Configure currencies by defining exchange rates and periods and select a home currency for global transactions.
  • Customer Service: Manage cases, answer customer queries, track activity and boost in-house productivity by automating repetitive tasks, accurately measuring service-level agreements (SLAs) and providing personalized solutions to customers. Capabilities include ticketing, customer sentiment monitoring, case allocation and addressing reoccurring issues.
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  • Lead Management: Users can evaluate and classify leads, log and track their status, update lead score and access data. Real-time notifications let them act fast on hot leads, and actionable reports enable them to evaluate marketing and sales strategies. 
  • Opportunity Management: LeadMaster allows users to ensure long-lasting relationships and repeat sales with personalized communications. They can track leads, judge win probability and check recommended solutions using forecasts. It’s also possible to access real-time data, opportunity notes and detailed customer histories. 
  • Case Management: This feature assists with tracking and solving customer service issues quickly and efficiently. Users can associate new cases with customer records, assign tickets to the most appropriate staff members, customize fields to capture specific business information, automate processes using workflows and respond to common questions using built-in templates. 
  • Integrated Telephony: The system offers a range of softphone features including pre-recorded messages, conversation recording on web storage or hard drive, IVR and sophisticated call routing, and call holds. Other capabilities include a click dialer to convert phone numbers into live links, call monitoring and coaching, three-way call transfer, and complete phone switch. 
  • Campaign Management and Analysis: A built-in campaign management system helps drive better results, letting users analyze ROI and measure the effectiveness of marketing campaigns in real time. 
  • Landing Pages: Landing page templates, equipped with several fields such as company, phone, contact and email, gather information to build up the database without the need for a technical expert. 
  • Outlook Integration: Integration with Outlook allows users to track activities in real time, as well as sync email, calendar and contacts between the platform and Outlook. The email marketing system helps track ROI, nurture leads and record communications. 
  • Smart Queue: This tool helps improve sales reps productivity without any training. They can manage call centers and inside sales efficiently, as the system can choose high priority call records automatically. It supports predefined lead scoring, combines call dispositions and workflows, assigns top calls to agents and organizes call records from different sources. Integration with different cloud dialing solutions ensures cost-effective click-to-call and power dialing. 
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Product Ranking

#55

among all
CRM Software

#56

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 258 reviews
Great User Sentiment 49 reviews
85%
of users recommend this product

Workbooks has a 'great' User Satisfaction Rating of 85% when considering 258 user reviews from 4 recognized software review sites.

82%
of users recommend this product

LeadMaster has a 'great' User Satisfaction Rating of 82% when considering 49 user reviews from 2 recognized software review sites.

5.0 (12)
n/a
n/a
4.1 (13)
4.34 (108)
n/a
4.3 (109)
4.1 (36)
3.3 (29)
n/a

Synopsis of User Ratings and Reviews

Customizable: The system can be tailored to user needs, according to 90% of reviewers.
Functionality: All the users who reviewed this pro praised the solution’s wide range of functionality and integration capability with several business processes.
Support: Regarding this benefit, 91% of users found the support team helpful and responsive.
Training: According to 100% of users who reviewed this aspect, the company provides extensive training and has a helpful knowledge base.
Reporting: 70% of users said that the reporting functionality was useful and up to par.
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Price: LeadMaster is known for being budget-friendly, especially when compared to similar options.
Customizable: Users can tailor the platform to match their specific business processes.
Usability: The system is designed to be straightforward and easy to use, even for those new to CRM.
Customer Support: LeadMaster is recognized for its responsive and helpful customer service team.
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Learning Curve: 42% of reviewers mentioned that it has a learning curve that can slow down processes.
Bugs: All the reviewers said that the software can be clunky and have bugs at times.
Scalability: According to 50% of users, the tool lacks scalability and doesn't offer unlimited storage.
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Outdated Interface: Some users have reported that the LeadMaster platform feels outdated and sluggish compared to newer CRM solutions.
Occasional Data Duplication: The system's data entry process has been criticized for sometimes requiring redundant entries, potentially leading to data duplication issues.
Limited Customization: Users have expressed frustration with the limited customization options available, particularly regarding dropdown menus and scaling features.
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Workbooks is a cloud-based system ideal for small and medium-sized businesses. It helps streamline sales operations and optimize team and individual performance. With features like marketing, order processing, customer service, email management, web analytics and social media management, it’s a great solution at an affordable price. The price starts from $43 per user/month. Compared to market leaders like Salesforce and Microsoft Dynamics, it offers a decent interface for the money.Workbooks helps generate revenue and improve customer satisfaction by enabling users to make informed decisions based on data. It also saves time on tedious, manual tasks. According to user reviews, it’s intuitive and easy to use. However, there’s a learning curve involved that can slow down processes and prove to be frustrating for new and/or non-technical users.The product has excellent training and knowledge base. The support team, in particular, is very responsive and helpful. The platform also offers a wide range of functionality and lets users easily collaborate with various business departments. The reporting functionality could be more customizable in minor aspects, but overall, it's satisfactory. Several reviews mentioned that the interface can be clunky at times and has bugs. However, it’s not too bad and is manageable. Overall, it’s a good choice for small or medium-sized businesses looking to upscale customer interactions and customize processes without burning a hole in their pocket.

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Is LeadMaster CRM truly a master of managing customer relationships? User reviews from the past year paint a somewhat mixed picture of this CRM solution. On the one hand, LeadMaster is frequently praised for its robust features, particularly its comprehensive approach to lead management, sales tracking, and marketing automation. Users highlight its ability to streamline workflows and improve efficiency, with some even claiming that tasks that once took days now take minutes. The platform's adaptability to different business needs and its strong customer support are also frequently cited as major advantages. However, LeadMaster isn't without its drawbacks. A recurring criticism is the platform's somewhat outdated interface, which some users find clunky and sluggish. This, coupled with a steep learning curve, can make it challenging for beginners to get the hang of the software. Additionally, while some users find LeadMaster's pricing reasonable, others point out that it can be more expensive compared to other CRM options available. This is particularly relevant for smaller businesses or startups that might be working with tighter budgets. In conclusion, LeadMaster CRM seems best suited for established businesses with dedicated resources for training and implementation. Its comprehensive features and customization options make it a powerful tool for managing complex sales processes and large customer databases. However, businesses looking for a more modern, intuitive, and budget-friendly CRM solution might find better alternatives in the market.

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